PFP webcasts & CPE

PFP section members receive 16 hours* of complimentary CPE annually via the PFP-Section sponsored webcasts listed below.

*For your convenience, you will be auto enrolled in these free events. If you miss the auto registration, you can visit the AICPA Store and follow the check-out procedure where the zero $ price will be applied as long as you’re logged in. Your participation is optional; if you do not wish to be registered for these free webcasts in the future, please email financialplanning@aicpa.org.

Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. Archive PFP videos and slides are available for learning without CPE post event. Be sure to subscribe to our podcast via your favorite podcast platform. Find other financial planning courses and events here.

Be sure to login to receive your PFP/PFS member discount.

CPE events:

• Advising clients on long-term care strategies
  February 23, 2026, 1:00 – 2:30pm ET
  Included in PFP Section membership and discounted for PFS credential holders

• H.R. 1 Master Class Plus: Trump Accounts in Practice
  February 26, 2026, 11:30 – 12:30pm ET
  Discounted for PFP Section members

• Navigating International Financial Planning: Cross Border Case Study for U.S. Expatriates
  March 4, 2026, 3:00 - 4:00pm ET
  Included in PFP Section membership and discounted for PFS credential holders

• From Risk to Resilience: Disaster Planning for CPA Financial Planners
  April 20, 2026, 1:00 - 2:00pm ET (registration coming soon!)

• Launching Your Financial Planning Services

  June 8, 2026, 8:00 – 11:30 a.m. PDT

  Las Vegas, NV (included in all access pass)

• Engage 2026
  June 8-11, 2026, Aria Resort & Casino, Las Vegas, NV
  $150 PFP Section, PFS credential discount and early bird rate applies until May 11 - act now!

• Prudent Practices
  July 20, 2026, 1:00 - 2:00pm EST (registration coming soon!)

• Education Planning Strategies
  September 22, 2026, 1:30 - 3:00pm EST (registration coming soon!)

If you have questions or suggestions for topics/speakers, please submit to financialplanning@aicpa.org.